Excel Lesson 8: Excel Tables (Ctrl+T) for Every List
Turn any list into an Excel Table with Ctrl+T: banded rows, filters, automatic expansion, calculated columns, the Total Row, slicers, and formulas that use…
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Excel formulas, unusual formula combinations, VBA, Power Query and dashboards — from basics to clever tricks.
Excel for Finance Lesson 1: GST Sales Register and Monthly Summary
Excel for Finance Lesson 1: GST Sales Register and Monthly Summary
Build a GST sales register in Excel: CGST/SGST vs IGST by state code, rate-wise and head-wise monthly totals with SUMIFS and SUMPRODUCT, B2B vs…
Read article →Excel Lesson 17: Pivot Table Basics
Excel Lesson 17: Pivot Table Basics
Summarise thousands of rows in seconds: create a pivot table, drag fields into Rows, Columns, Values and Filters, change Sum to Count or Average,…
Read article →GST Calculation in Excel: Add GST, Remove GST, Split CGST/SGST/IGST
GST Calculation in Excel: Add GST, Remove GST, Split CGST/SGST/IGST
Formulas to go from GST-exclusive to inclusive, back-calculate the base from an inclusive price, split CGST/SGST vs IGST by state, look up rates by…
Read article →Excel Tables (Ctrl+T): 10 Reasons to Use Them for Every List
Excel Tables (Ctrl+T): 10 Reasons to Use Them for Every List
Excel Tables make lists self-expanding: formulas fill down, ranges grow, pivots and charts update, structured references read like English, slicers filter, and Power Query…
Read article →SUMIFS, COUNTIFS and AVERAGEIFS: The Complete Guide With 12 Examples
SUMIFS, COUNTIFS and AVERAGEIFS: The Complete Guide With 12 Examples
Master the conditional-sum family: multiple criteria, dates, wildcards, not-equal, blanks, OR logic and cell-referenced criteria, with 12 real examples and the mistakes to avoid.
Read article →Excel Pivot Tables: The Complete Guide from First Click to Dashboard
Excel Pivot Tables: The Complete Guide from First Click to Dashboard
Build pivot tables step by step: layout, value settings, Show Values As, grouping dates, slicers and timelines, calculated fields, distinct counts, GETPIVOTDATA, refresh tricks…
Read article →Excel for Finance Intermediate Lesson 8: Project – A Financial Ratio Dashboard
Excel for Finance Intermediate Lesson 8: Project – A Financial Ratio Dashboard
Final project: margins, current and quick ratio, debtor days, debt-to-equity, interest cover and growth for two years, with a one-page dashboard.
Read article →Excel for Finance Intermediate Lesson 7: A 13-Week Cash Flow Forecast
Excel for Finance Intermediate Lesson 7: A 13-Week Cash Flow Forecast
Build a rolling 13-week cash forecast: running balance with SCAN, the first week below the minimum buffer, how much funding is needed and the…
Read article →Excel for Finance Intermediate Lesson 6: Budget vs Actual Variance Reporting
Excel for Finance Intermediate Lesson 6: Budget vs Actual Variance Reporting
Variance in rupees and %, Over/Under/OK status with tolerance bands, the biggest overspend and conditional formatting that makes problems obvious.
Read article →Excel for Finance Intermediate Lesson 5: TDS on Payments – Rates, Limits and No-PAN Cases
Excel for Finance Intermediate Lesson 5: TDS on Payments – Rates, Limits and No-PAN Cases
Calculate TDS on contractor, professional and rent payments with a rate table and XLOOKUP, apply single-payment limits and the higher rate when PAN is…
Read article →Excel for Finance Intermediate Lesson 4: GST Reconciliation – Books vs GSTR-2B
Excel for Finance Intermediate Lesson 4: GST Reconciliation – Books vs GSTR-2B
Match purchase invoices in your books with GSTR-2B by GSTIN and invoice number: find missing invoices, extra ones and value differences, and the ITC…
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